Corinne Moccia-Cunha, financial advisor Andover MA

Corinne Moccia-Cunha

CRD Number: 2639969
Current Firm: Steward Partners Investment Advisory, LLC

Corinne Moccia-Cunha (CRD# 2639969) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Andover, MA and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Steward Partners Investment Solutions, LLC Andover, MA May 2022 - Current 1
Steward Partners Investment Advisory, LLC Andover, MA Jan 2016 - Current 8
Steward Partners Global Advisory Andover, MA Dec 2013 - Current 10
Raymond James Financial Services, Inc. Andover, MA Dec 2013 - May 2022 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1995
S66 NASAA Uniform Combined State Law Examination Feb 2016
Contact Info for Corinne M. Moccia-Cunha
Phone Number: 212-364-0364
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    12,169
    MILLIONS
  • Total Number of Accounts
    27,637
    ACCOUNTS
  • Average Account Value
    $440,314
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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